Investment

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.

Featured Video

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

• Articles

  Unpacking What It Means To Be a Fiduciary

  The fiduciary standard offers protection for investors, but that’s not the whole story.

  In the Markets Now: 2,025 Things for 2025

  Ross presents 8 themes heading into the new year, provides perspective to investors, and has a little fun with arithmetic.

  Modeling Good Financial Behavior for Your Kids

  Kids learn to handle money from watching you. Here are 8 ways to show them how to be responsible savers and consumers.

  Can a Stock Market Selloff Be a Good Thing?

  When a down market can be a blessing in disguise.

  Five for Friday – April 17, 2026

  Health care jobs are growing, rents aren’t rising, the market is rallying and natural gas is keeping U.S. energy costs down.

  5 Actions You Can Take in the Event of a Recession

  Recessions might be inevitable – it doesn’t mean you need to take them lying down.

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• Calculators

  Debt-to-Income Ratio Calculator

  Calculate your debt-to-income ratio to understand how lenders may view your financial health.

  Student Loan Payoff Calculator: Extra Payments Can Save You

  See how extra payments toward your student loans could shorten your payoff timeline.

  College Savings

  See how much you may need to save now to cover future college costs for your child.

  Monthly Budget

  Track your monthly income and expenses to get a clearer view of your cash flow.

  What Is My Net Worth?

  Get a snapshot of your overall financial picture by calculating your total net worth.

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• Videos

  Where Is the Market Headed?

  We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"

  The Cycle of Investing

  Understanding the cycle of investing may help you avoid easy pitfalls.

  Should I Invest in Gold?

  Learning more about gold and its history may help you decide whether it has a place in your portfolio.

  Are Alternative Investments Right for You?

  With alternative investments, it’s critical to sort through the complexity.

  Investments

  You’ve made investments your whole life. Work with us to help make the most of them.

  The Business Cycle

  How will you weather the ups and downs of the business cycle?

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